HFA
AVSU icon

Highland Financial Advisors’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Highland Financial Advisors’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Buy
175,042
+24,004
+16% +$2.01M 3.41% 9
2026
Q1 		$11.2M Buy
151,038
+14,292
+10% +$1.11M 2.95% 11
2025
Q4 		$10.4M Buy
136,746
+1,302
+1% +$97.5K 2.89% 12
2025
Q3 		$9.96M Buy
135,444
+18,012
+15% +$1.28M 2.86% 12
2025
Q2 		$8.06M Buy
117,432
+15,997
+16% +$1.02M 2.59% 13
2025
Q1 		$6.33M Buy
101,435
+1,396
+1% +$92.4K 2.26% 14
2024
Q4 		$6.62M Buy
100,039
+3,908
+4% +$262K 2.29% 14
2024
Q3 		$6.28M Buy
96,131
+13,677
+17% +$861K 2.23% 14
2024
Q2 		$5.09M Buy
82,454
+20,757
+34% +$1.25M 1.89% 16
2024
Q1 		$3.79M Sell
61,697
-228
-0.4% -$13.3K 1.52% 16
2023
Q4 		$3.48M Buy
61,925
+611
+1% +$31.6K 1.51% 17
2023
Q3 		$3.04M Sell
61,314
-982
-2% -$50.8K 1.57% 18
2023
Q2 		$3.22M Sell
62,296
-1,466
-2% -$71.7K 1.66% 18
2023
Q1 		$3.08M Buy
63,762
+2,812
+5% +$135K 1.67% 19
2022
Q4 		$2.79M Buy
60,950
+6,494
+12% +$299K 1.64% 19
2022
Q3 		$2.31M Buy
+54,456
New +$2.56M 1.61% 16

Other funds holding AVSU

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Highland Financial Advisors's AVSU Position: Q2 2026 in Review

Highland Financial Advisors increased its Avantis Responsible US Equity ETF (AVSU) stake by 16% in Q2 2026, buying an estimated $2.01M and bringing the position to 175,042 shares worth $15.5M. The position accounts for 3.41% of the portfolio, ranked #9.

Highland Financial Advisors first reported a position in AVSU in Q3 2022 and has held it in 16 quarters since. 90 funds tracked by Wall St. Rank hold AVSU as of Q2 2026.

  • Highland Financial Advisors held 175,042 shares of Avantis Responsible US Equity ETF worth $15.5M as of Q2 2026.
  • Highland Financial Advisors bought 24,004 Avantis Responsible US Equity ETF shares in Q2 2026, an estimated $2.01M.
  • Avantis Responsible US Equity ETF made up 3.41% of Highland Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Highland Financial Advisors first reported a position in Avantis Responsible US Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.